The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARCOSA INC COM 039653100 28 1,005 SH   SOLE 0 1,005 0 0
ARCONIC INC COM 03965L100 45,282 2,685,768 SH   SOLE 0 978,703 0 1,707,065
ALLEGHENY TECHNOLOGIES COM 01741R102 44,904 2,062,656 SH   SOLE 0 811,346 0 1,251,310
BIG LOTS INC COM 089302103 387 13,393 SH   SOLE 0 13,393 0 0
BALL CORP COM 058498106 42,792 930,658 SH   SOLE 0 358,108 0 572,550
CONAGRA BRANDS, INC. COM 205887102 42,506 1,989,985 SH   SOLE 0 662,435 0 1,327,550
CALERES INC COM 129500104 665 23,903 SH   SOLE 0 23,903 0 0
CROWN HOLDINGS INC COM 228368106 51,750 1,244,877 SH   SOLE 0 459,173 0 785,704
CONSOL ENERGY INC COM 20854L108 202 6,385 SH   SOLE 0 6,385 0 0
CNX Resources COM 12653C108 373 32,690 SH   SOLE 0 32,690 0 0
DOMINION ENERGY, INC COM 25746U109 57,742 808,027 SH   SOLE 0 293,477 0 514,550
NOW INC COM 67011P100 411 35,340 SH   SOLE 0 35,340 0 0
DEVON ENERGY COM 25179M103 25,466 1,129,797 SH   SOLE 0 412,655 0 717,142
DOWDUPONT INC COM 26078J100 68,663 1,283,902 SH   SOLE 0 393,402 0 890,500
ENCOMPASS HEALTH CORP COM 29261A100 916 14,843 SH   SOLE 0 14,843 0 0
FIRSTENERGY COM 337932107 33,400 889,470 SH   SOLE 0 335,570 0 553,900
SPX FLOW INC COM 78469X107 24 780 SH   SOLE 0 780 0 0
FMC CORP COM 302491303 37,665 509,256 SH   SOLE 0 187,751 0 321,505
GRAPHIC PACKAGING CO COM 388689101 33,178 3,118,250 SH   SOLE 0 1,106,700 0 2,011,550
HANESBRANDS IND COM 410345102 45,696 3,646,888 SH   SOLE 0 1,207,248 0 2,439,640
HD SUPPLY HOLDINGS COM 40416M105 48,960 1,304,905 SH   SOLE 0 521,021 0 783,884
INTERNATIONAL PAPER COM 460146103 45,752 1,133,597 SH   SOLE 0 412,917 0 720,680
ITT INC COM 45073V108 737 15,277 SH   SOLE 0 15,277 0 0
RUSSELL MIDCAP VALUE ETF COM 464287473 26,137 342,330 SH   SOLE 0 342,330 0 0
JOHNSON CONTROLS INTL COM G51502105 49,543 1,670,915 SH   SOLE 0 564,903 0 1,106,012
KROGER CO COM 501044101 36,058 1,311,210 SH   SOLE 0 500,630 0 810,580
MACERICH COMPANY COM 554382101 28,341 654,840 SH   SOLE 0 223,710 0 431,130
MAGNOLIA OIL & GAS CORP COM 559663109 799 71,260 SH   SOLE 0 71,260 0 0
MARTIN MARIETTA COM 573284106 643 3,742 SH   SOLE 0 3,742 0 0
NABORS INDUSTRIES COM G6359F103 351 175,541 SH   SOLE 0 175,541 0 0
NATIONAL FUEL GAS COM 636180101 719 14,044 SH   SOLE 0 14,044 0 0
NISOURCE INC COM 65473P105 868 34,238 SH   SOLE 0 34,238 0 0
nVENT ELECTRIC COM G6700G107 615 27,380 SH   SOLE 0 27,380 0 0
NEWELL BRANDS, INC COM 651229106 33,612 1,808,090 SH   SOLE 0 615,360 0 1,192,730
OWENS CORNING COM 690742101 35,826 814,587 SH   SOLE 0 297,372 0 517,215
OWENS ILLINOIS COM 690768403 45,599 2,644,952 SH   SOLE 0 1,012,064 0 1,632,888
ONEOK INC COM 682680103 67,668 1,254,265 SH   SOLE 0 474,915 0 779,350
OCCIDENTAL PETROLEUM COM 674599105 41,866 682,085 SH   SOLE 0 234,955 0 447,130
PACKAGING CORP OF AMERICA COM 695156109 791 9,480 SH   SOLE 0 9,480 0 0
PERRIGO COMPANY PLC COM G97822103 28,630 738,835 SH   SOLE 0 247,210 0 491,625
REPUBLIC SERVICES INC COM 760759100 42,217 585,617 SH   SOLE 0 217,055 0 368,562
RAYTHEON COM 755111507 45,203 294,772 SH   SOLE 0 110,537 0 184,235
STERICYCLE INC COM 858912108 15,894 433,210 SH   SOLE 0 161,080 0 272,130
TRIUMPH GROUP COM 896818101 353 30,680 SH   SOLE 0 30,680 0 0
TARGET CORP COM 87612E106 55,866 845,307 SH   SOLE 0 313,407 0 531,900
TJX COMPANIES COM 872540109 22,100 493,956 SH   SOLE 0 185,856 0 308,100
TRINITY IND COM 896522109 579 28,127 SH   SOLE 0 28,127 0 0
VEREIT INC COM 92339V100 40,417 5,652,720 SH   SOLE 0 2,034,210 0 3,618,510
WASTE CONNECTIONS INC COM 94106B101 948 12,767 SH   SOLE 0 12,767 0 0
SELECT ENERGY SRVC COM 81617J301 330 52,160 SH   SOLE 0 52,160 0 0
WEYERHAEUSER CO COM 962166104 27,723 1,268,225 SH   SOLE 0 452,823 0 815,402